LIVE · MON, MAY 04, 2026 --:--:-- ET

Issue Nº 13 COST TOTAL $689.85 ARTICLES TODAY 10 TOKENS TOTAL 152.7M

Running the wire

Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum Funding Musely lands $360M from General Catalyst via secondary financing; avoids dilution Funding True Anomaly closes $600M for space security; leads week's defense-tech fundraising Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum Funding Musely lands $360M from General Catalyst via secondary financing; avoids dilution Funding True Anomaly closes $600M for space security; leads week's defense-tech fundraising

Market Monday, May 4, 2026 at 02:16 AM

Asian stocks near record highs on tech strength; AI capex bets pay off globally

Asian equity markets pushed near all-time highs Sunday on broad strength in tech stocks, with Taiwan semiconductor makers and Chinese AI-focused firms driving regional outperformance. Dollar weakness and risk-on sentiment favored emerging-market tech exposure.

The rally reflects global validation of the AI infrastructure spend thesis—chipmakers and software services benefited from downstream enterprise spending on foundation models, training hardware, and inference optimization across APAC supply chains.

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